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advised by CM WEALTH ADVISORS LLC
Ohio, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Jul 17, 2024 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| BNY MELLON WEALTH MANAGEMENT | BNY MELLON | Boston | Massachusetts | United States | no | n/a |
| $62.3M |
| 60 |
| $100,000 |
| 300.0% |
| yes |
| C••• L•••• C•• P••••••••• L•• |
| Mar 18, 2024 | $62.3M | 60 | $100,000 | 300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 18, 2024 | $62.3M | 60 | $100,000 | 300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Jul 21, 2023 | $60.1M | 61 | $100,000 | 300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Jul 20, 2023 | $60.1M | 61 | $100,000 | 300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 21, 2023 | $60.1M | 61 | $100,000 | 300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Oct 27, 2022 | $91.4M | 52 | $100,000 | 300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 11, 2022 | $91.4M | 52 | $100,000 | 300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Jul 14, 2021 | $88.2M | 53 | $100,000 | 600.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Jul 14, 2021 | $88.2M | 53 | $100,000 | 600.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 19, 2021 | $88.2M | 53 | $100,000 | 600.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Jun 18, 2020 | $73.4M | 53 | $100,000 | 600.0% | yes | C••• L•••• C•• P••••••••• L•• |
| May 19, 2020 | $73.4M | 53 | $100,000 | 600.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 23, 2020 | $73.4M | 53 | $100,000 | 600.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 27, 2019 | $64.0M | 57 | $100,000 | 700.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Feb 13, 2019 | $67.7M | 33 | $100,000 | 800.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Jan 2, 2019 | $67.7M | 33 | $100,000 | 800.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Aug 27, 2018 | $67.7M | 33 | $100,000 | 800.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 28, 2018 | $67.7M | 33 | $100,000 | 800.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 29, 2017 | $62.3M | 30 | $100,000 | 1200.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 24, 2016 | $62.7M | 29 | $100,000 | 1300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 27, 2015 | $63.9M | 26 | $100,000 | 1300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Apr 10, 2014 | $58.8M | 26 | $100,000 | 1300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Apr 10, 2014 | $58.8M | 26 | $100,000 | 1300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 28, 2014 | $58.8M | 26 | $100,000 | 1300.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 28, 2013 | $45.8M | 24 | $100,000 | 1500.0% | yes | C••• L•••• C•• P••••••••• L•• |
| Mar 30, 2012 | $38.4M | 22 | $100,000 | 1500.0% | yes | C••• L•••• C•• P••••••••• L•• |